Vaishnavi

06/14/2022

Find out more about this on our webinar on
“Estate planning” on June 15th at 8pm ET.

https://bit.ly/fen2022

03/31/2022

According to a study conducted by Allianz research, the percentage of women who felt financially secure dropped from 68% in 2016 to 62% in 2019.

A 2018 census taken by a California based company, came to a conclusion that women felt less in charge of their financial future because of their lack of savings. This situation is even before Covid-19.

How do you achieve Financial independence? Only by saving more than we spend. Let’s take a step forward towards creating wealth and security by getting into the habit of saving for our future.

Get on board now and learn the different strategies to save money and build wealth.

03/29/2022

https://www.facebook.com/FinancialLiteracy.co/

We are on a very powerful National Financial Literacy campaign. Look within and look around, if you find your community is in the rift of Financial crisis, Retirement Crisis, Education Crisis, Savings Crisis, then this is an alarming time to Join US.

03/07/2022

Join us for an upcoming exclusive seminar on
*”Financial Independence*”and explore an unique Learn & Earn*” opportunity from the World’s Largest Financial Broker-Dealer platform.
It is a great opportunity to *”Meet & Greet*” many Inspiring personalities and successful Financial Industry Experts.

Time and date:
10.30 am ET -Noon, Saturday, March 19th
Venue :
Hilton Garden Inn, 444 Cox Rd., Gastonia, NC-28054
See the Flyer & See You at Our High-Profile Event !

03/03/2022

6.00 pm ET on Friday(03/04)
Attend Financial Independence Webinar to explore a unique “Learn & Earn” opportunity from the World’s Largest Financial Broker-Dealer platform.

Zoom : 9802292433
PWD : 2022
Make sure your video is ON and name is identifiable as otherwise will be removed.
See the Flyer & See You on Zoom !

02/15/2022

Education Planning

Although students may be able to obtain grants, scholarships or other types of financial aid, without a proper education savings plan, the costs of post-secondary education can put a strain on a household’s savings.

We can offer clients an individual education plan, based on your and your child’s needs, that can help you support the cost for K-12 private schools and/or tuition and fees of college.

The education savings plan for you may include not only preparing for college costs, but also helping you defer costs to pay for K-12 and other education expenses. Speak to one of our licensed agents to learn more about your education savings plan options.

We are Here to Help

Need help choosing products and services to pursue your financial goals?
We as financial professionals are standing by with the insight and tools you need to put them within reach.

02/08/2022